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CIK: 0000769317
Total reported value
$5.3B
$5.3B
530 檔
10.9%
As reported in its official Q4 2024 Form 13F filing, Sit Investment Associates Inc's tracked investment portfolio stood at $5.3B with 530 total positions.
In Q4 2024, Sit Investment Associates Inc adopted a defensive or profit-taking posture, trimming 93 positions and completely liquidating 17 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 10.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $29.2M
Top Position Liquidated / Trimmed
XHIEX
前期市值: $32.8M
Showing top 200 holdings (of 530 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 2.90% | -0.15% | -6.54% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.86% | +0.04% | -9.43% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.73% | +0.18% | -10.76% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 2.68% | +0.19% | -10.59% | |
| 5 | KTF | Dws Municipal Income Trust | Stock-Other | 1.93% | -0.13% | +5.15% | |
| 6 | PPT | Putnam Premier Income Trust | Stock-Other | 1.77% | -0.14% | +8.37% | |
| 7 | PIM | Putnam Master Intrm Inc Tr | Stock-Other | 1.70% | -0.12% | +0.98% | |
| 8 | BBN | Blackrock Taxable Muni Bnd | Stock-Other | 1.60% | -0.04% | +34.08% | |
| 9 | FINS | Angel Oak Financ Strat Inc | Stock-Other | 1.49% | -0.15% | +57.24% | |
| 10 | MIN | Mfs Intermediate Inc Trust | Stock-Other | 1.46% | +0.01% | +6.71% | |
| 11 | NBB | Nuveen Taxable Municipal Inc | Stock-Other | 1.26% | -0.07% | +4.71% | |
| 12 | BTZ | Blackrock Credit Allocation | Stock-Other | 1.23% | -0.07% | +4.33% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.21% | +0.03% | -5.77% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.19% | +0.27% | -7.78% | |
| 15 | AVK | Advent Convert & Income | Stock-Other | 1.16% | -0.13% | +3605.31% | |
| 16 | XEVVX | Eaton Vance LTD Durat Inc | Stock-Other | 1.14% | -0.09% | +1.22% | |
| 17 | DBL | Doubleline Opport Credit | Stock-Other | 1.03% | -0.07% | +6.95% | |
| 18 | XXINSIXX | Insight Select Income Fund | Stock-Other | 0.98% | — | -0.88% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | -0.09% | +9.51% | |
| 20 | JPC | Nuveen Prefered & Income Opp | Stock-Other | 0.85% | — | -9.21% | |
| 21 | NPFD | Nuveen Var Rt Pref & Inc | Stock-Other | 0.80% | -0.03% | +36.94% | |
| 22 | FSCO | Fs Credit Opportunities CORP | Stock-Other | 0.78% | +0.01% | -0.61% | |
| 23 | JMM | Nuveen Multi-market Income | Stock-Other | 0.77% | -0.04% | +3.58% | |
| 24 | TSI | Tcw Strategic Income Fund | Stock-Other | 0.75% | +0.04% | +0.77% | |
| 25 | EHI | Western Asset Global High In | Stock-Other | 0.74% | -0.08% | +3634.18% | |
| 26 | BTX | Blackrock Tech & Priv Eqty | Stock-Other | 0.74% | — | -4.03% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.72% | +0.11% | -10.73% | |
| 28 | JHS | John Hancock Income Sec Tr | Stock-Other | 0.72% | -0.01% | +5.40% | |
| 29 | CB | Chubb Limited | Stock-Financials | 0.71% | -0.02% | -3.16% | |
| 30 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.70% | — | -14.36% | |
| 31 | XEVMX | Eaton Vance Cal Muni Bond | Stock-Other | 0.69% | — | +7.64% | |
| 32 | XMIOX | Pioneer Muni High Inc Opp | Stock-Other | 0.68% | — | +8.85% | |
| 33 | ANET | Arista Networks Inc | Stock-Tech | 0.66% | +0.18% | — | |
| 34 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 0.64% | -0.02% | -35.08% | |
| 35 | JLS | Nuveen Mortgage & Income | Stock-Other | 0.63% | -0.06% | -1.75% | |
| 36 | ACN | Accenture plc | Stock-Tech | 0.63% | -0.14% | -3.87% | |
| 37 | FMY | First Trust Mortgage Income | Stock-Other | 0.61% | -0.04% | +0.04% | |
| 38 | MGF | Mfs Govt Markets Inc Trust | Stock-Other | 0.58% | +0.04% | +3.64% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | — | -14.59% | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.57% | -0.13% | +21.82% | |
| 41 | BMEZ | Blackrock Hlth Sci Trm Tr Ii | Stock-Other | 0.56% | +0.08% | NEW | |
| 42 | ECAT | Blackrock Esg Cap All Trm Tr | Stock-Other | 0.56% | — | -3.82% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | +0.02% | -8.94% | |
| 44 | XENWX | Eaton Vance New York Municip | Stock-Other | 0.53% | — | +12.29% | |
| 45 | VGM | Invesco Trust For Investmen | Stock-Other | 0.52% | -0.01% | -8.23% | |
| 46 | COP | Conocophillips | Stock-Energy | 0.52% | +0.05% | -2.86% | |
| 47 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.52% | +0.03% | -6.02% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | +0.11% | +11.52% | |
| 49 | XXHYBXX | New America High Income Fund | Stock-Other | 0.51% | — | +2.89% | |
| 50 | BKT | Blackrock Income Trust | Stock-Other | 0.51% | +0.04% | -10.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVK | Advent Convert & Income | +1.1% | +3605.31% | Add |
| 2 | EHI | Western Asset Global High In | +0.7% | +3634.18% | Add |
| 3 | ANET | Arista Networks Inc | +0.7% | NEW | New buy |
| 4 | FINS | Angel Oak Financ Strat Inc | +0.5% | +57.24% | Add |
| 5 | AVGO | Broadcom Inc | +0.5% | -10.59% | Trim |
| 6 | BBN | Blackrock Taxable Muni Bnd | +0.3% | +34.08% | Add |
| 7 | SRV | Nxg Cushing Midstream Energy | +0.3% | +3678.40% | Add |
| 8 | FTHY | First Trust Hi Yld Opp 2027 | +0.2% | +976.86% | Add |
| 9 | CSX | Csx CORP | +0.2% | NEW | New buy |
| 10 | XGDVX | Gabelli Dividend & Income Tr | +0.2% | +91.55% | Add |
| 11 | RTX | Rtx CORP | +0.2% | +14330.43% | Add |
| 12 | NPFD | Nuveen Var Rt Pref & Inc | +0.2% | +36.94% | Add |
| 13 | CRM | Salesforce Inc | +0.2% | +21.82% | Add |
| 14 | GUT | Gabelli Utility Trust | +0.2% | NEW | New buy |
| 15 | DTF | Dtf Tax-free Income 2028 Ter | +0.2% | NEW | New buy |
| 16 | USB | US Bancorp | +0.2% | +1031.59% | Add |
| 17 | XYL | Xylem Inc | +0.2% | +694.98% | Add |
| 18 | ERC | Allspring Multi-sector Inc | +0.1% | +142.25% | Add |
| 19 | ACP | Abrdn Income Credit Strat | +0.1% | +149.11% | Add |
| 20 | AMZN | Amazon.com Inc | +0.1% | -5.77% | Trim |
| 21 | JNJ | Johnson & Johnson | +0.1% | +166.67% | Add |
| 22 | MUJ | Blackrock Munihold Nj Qlty | +0.1% | +1325.11% | Add |
| 23 | CAH | Cardinal Health Inc | +0.1% | +81.16% | Add |
| 24 | TEAM | Atlassian Corp-cl A | +0.1% | +4.48% | Add |
| 25 | MET | Metlife Inc | +0.1% | NEW | New buy |
| 26 | XMVFX | Blackrock Munivest Fund | +0.1% | +318.52% | Add |
| 27 | SPOT | Spotify Technology S.A. | +0.1% | +74.87% | Add |
| 28 | EIM | Eaton Vance Municipal Bond | +0.1% | +57.47% | Add |
| 29 | CII | Blackrock Enhan Lrg Cap Core | +0.1% | +833.30% | Add |
| 30 | FLC | Flaherty & Crumrine Ttl Rtrn | +0.1% | +123.84% | Add |
| 31 | ZTR | Virtus Total Return Fund Inc | +0.1% | NEW | New buy |
| 32 | BAC | Bank Of America CORP | +0.1% | +75.63% | Add |
| 33 | ✓ | Bny Mellon Mun Income Inc Com | +0.1% | +33.00% | Add |
| 34 | XFFCX | Flaherty & Crumrine Pref Inc | +0.1% | NEW | New buy |
| 35 | SDHY | Pgim Shrt Durat Hi Yld | +0.1% | +70.73% | Add |
| 36 | META | Meta Platforms Inc-class A | +0.1% | +9.51% | Add |
| 37 | XBOEX | Blackrock Enh Glbl Dvd Tr | +0.1% | +44.05% | Add |
| 38 | FITB | Fifth Third Bancorp | +0.1% | +65.04% | Add |
| 39 | NBXG | Neuberger Next Generation Co | +0.1% | +29.50% | Add |
| 40 | PPT | Putnam Premier Income Trust | +0.1% | +8.37% | Add |
| 41 | DCI | Donaldson Co Inc | +0.1% | +68.55% | Add |
| 42 | XCMUX | Mfs High Yield Municipal Tr | +0.1% | +106.82% | Add |
| 43 | IOT | Samsara Inc-cl A | +0.1% | NEW | New buy |
| 44 | C | Citigroup Inc | +0.1% | +53.46% | Add |
| 45 | XBGYX | Blackrock Enh Intl Dvd Tr | +0.1% | +63.83% | Add |
| 46 | XEADX | Allspring Income Opport | +0.1% | +62.47% | Add |
| 47 | MIN | Mfs Intermediate Inc Trust | +0.1% | +6.71% | Add |
| 48 | GOOGL | Alphabet Inc-cl A | +0.1% | -7.78% | Trim |
| 49 | DELL | Dell Technologies -c | +0.1% | +106.45% | Add |
| 50 | ✓ | First Tr Specialty Fin & Fin | +0.1% | +255.09% | Add |
According to official SEC Form 13F filings, Sit Investment Associates Inc reported a total U.S. public equity portfolio value of $5.3B across 530 disclosed positions in Q4 2024.
During Q4 2024, Sit Investment Associates Inc's top holdings by market value included MSFT (2.9%)、AAPL (2.9%)、NVDA (2.7%). The largest single position, MSFT, represented 2.9% of total portfolio value.
In Q4 2024, Sit Investment Associates Inc made 195 total portfolio adjustments, initiating 12 new buys, adding to 73 positions, trimming 93 holdings, and fully liquidating 17 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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